NHL/AHL Players
As an NHL hockey player, your demands and needs are distinct. You are entrenched in your career and all that it comprises both in and out of the season. Outlined is our four-step process for our athletes.
1
Protect your basics
The foundation of our process is to manage the imperative aspects of your life. These protect against catastrophe and define your present and your future. These include:
- Disability, property and life insurance
- Auto and umbrella liability
- Legal documents
- Estate planning needs
2
Build a defense
Creating a plan includes a layout of where you currently sit so we understand what is required to get to your end goals. This includes:
- Tax management and reduction
- Spending budget; what to put away for the future vs what is disposable today
- Continued education and guidance when change arises
- Understanding what is and isn’t covered under the CBA
3
Looking forward
Based on your goals, how do we need to position your assets to manage protection and expected future growth
- Investment strategy you understand and are comfortable with
- Continued commentary on risks that present themselves in the market
4
Evaluating your lineup
- Understand your financial advisor, agent, accountant and attorney
- Create a team who can work together and put your best interests first